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Our Philosophy

Paul's mission as your Chartered Financial Consultant® is to help you achieve financial independence. To accomplish this objective, he will conduct his business by maintaining a strong sense of professionalism and integrity. In order to keep his customers up to date with timely and important investment information, Paul participates in continuing education courses as required by the securities industry.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Guaranty Bank and Trust Company deposits and are not FDIC insured. These products are not obligations of the Guaranty Bank and Trust Company and are not endorsed, recommended or guaranteed by Guaranty Bank and Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.